Annual renewal approaching
An annual account is coming up for renewal in the next 60 days.
Payment link removed
Plan a checkout review when a payment link used by the client has been removed.
Watch the playbook
The client problem
A payment link they were selling through was removed — their checkout may be broken.
What GoCSM looks for
A payment link was removed, or its product made inactive, in the last 30 days, for a product that had orders before.
What to do next
- Notify the team responsible for checkout.
- Check where the removed link was used.
- Offer help restoring a working payment path.
Before you start
- Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Payment link removed" workflow.
- Uses payment link and order history from the client account (not part of the Login Activity plan).
Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.
70 playbooks. 48 install as ready workflows.
Prebuilt HighLevel workflows install for you on Basic, Pro and Premium. Annual plans include setup with our team.
Related playbooks
Health dropped to at-risk
Overall health just fell into the at-risk band.
Plan downgrade
The account just downgraded or dropped a paid add-on.